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Sep 26, 2012
09/12
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. >> will we see an e-commerce capability on twitter? >> i think we do see lots of commerce take place every day on twitter. it's particularly interesting in areas with things like perishable inventory like tickets. the game or show starts in x hours. if we don't sell the tickets there is nothing we can do with them. we are paying attention to that and are thinking about ways to participate in the value exchange. we'll see what happens. >> what's your biggest challenge from a revenue perspective? >> our biggest advertising challenge is making sure our revenue reflects is percentage of users that exist -- that use twitter in various countries. we have users all over the world. the user base is growing globally fast. we need to expand our advertising platform globally beyond just a couple countries we are in now. >> you can watch the entire interview including his answers to questions that were tweeted in by our viewers on mediamoney.cnbc.com. >> before we let you go, you talked to him about a myriad of things certainly. you asked whether
. >> will we see an e-commerce capability on twitter? >> i think we do see lots of commerce take place every day on twitter. it's particularly interesting in areas with things like perishable inventory like tickets. the game or show starts in x hours. if we don't sell the tickets there is nothing we can do with them. we are paying attention to that and are thinking about ways to participate in the value exchange. we'll see what happens. >> what's your biggest challenge from a...
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Sep 6, 2012
09/12
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we need a stock that benefits from a rapid increase in commerce. worldwide. we need a stock that's global in reach. one that can capitalize off more business activity. we need a stock where the bad news is known but the good news isn't factored in yet. hey, we need fedex. in other words you don't want to sell this stock if you think the good central bank news is coming. you will sell a stock barely up for the year that's leveraged to play a return to robust global growth. you would sell it at a discount to where it would be if the ecb says anything good at all. second, as much as i did think it was big news it wasn't like the preannouncement was a true shocker to those who followed the group closely. six weeks ago, united parcel, a little pin action here. they trade together. told us pretty much exactly what fedex said. plenty of people must have expected the news and didn't regard it as news. just confirmation of what u.p.s. told us in july. the companies aren't that different in terms of reach or profit margin. not like the stocks levered to better economic
we need a stock that benefits from a rapid increase in commerce. worldwide. we need a stock that's global in reach. one that can capitalize off more business activity. we need a stock where the bad news is known but the good news isn't factored in yet. hey, we need fedex. in other words you don't want to sell this stock if you think the good central bank news is coming. you will sell a stock barely up for the year that's leveraged to play a return to robust global growth. you would sell it at a...
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Sep 19, 2012
09/12
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that's a very good measure of chinese commerce. after weeks of going straight dow, the key shipping index has reverted sharply to the upside. the iron ore stocks are roaring too. now, look, i got enormous respect for the bears on china, led by tomorrow's "squawk box" sques jim chanos. he is one of the brightest i've ever met. i have no chinese stocks. have i from time to time, but no chinese stocks i think you should buy. i also think the chinese interest rates are way too high. the stimulus is too small to matter. all that said, the possibility that china isn't falling off a cliff could be good news for the world economy. if china stops decelerating, it would be a pleasant global surprise. you know i think the united states is the best place to invest in the world. i worry about europe's recession, japan's secular decline, india's inflation, and yes, china's deceleration. not to mention our own looming financial clift. well could conceively go to new highs. i think the u.s. issue is the most likely to be solved because it's about
that's a very good measure of chinese commerce. after weeks of going straight dow, the key shipping index has reverted sharply to the upside. the iron ore stocks are roaring too. now, look, i got enormous respect for the bears on china, led by tomorrow's "squawk box" sques jim chanos. he is one of the brightest i've ever met. i have no chinese stocks. have i from time to time, but no chinese stocks i think you should buy. i also think the chinese interest rates are way too high. the...
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Sep 18, 2012
09/12
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the problem they're seeing, so it's a little bit of a two-fold situation with the consumer through e-commerce doing relatively well, the manufacturing side being softer, impacting express. >> we're trying to glean whether the economy itself, how much we can actually derive from what fedex is saying here about the overall economy, where kind of our theme today, we talked about the shock and awe from the fed, and whether ben bernanke and company actually knew something was worse than they thought or whether they're doing this because they have a dual mandate. do you think that the economy is worse than we think right now, christian, from fedex? >> sure i think from fedex as well as a host of other transportation companies that we've gotten information on over the course of the third quarter, it would imply the economy is in a soft state here in the u.s., we've gotten trucking companies, preannounced at the downside, you've seen september volumes across all of transportation be weaker than expected and remember fedex's quarter ended in august so this is a further bolt onto that but yeah the bott
the problem they're seeing, so it's a little bit of a two-fold situation with the consumer through e-commerce doing relatively well, the manufacturing side being softer, impacting express. >> we're trying to glean whether the economy itself, how much we can actually derive from what fedex is saying here about the overall economy, where kind of our theme today, we talked about the shock and awe from the fed, and whether ben bernanke and company actually knew something was worse than they...
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Sep 19, 2012
09/12
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>> we know that china's commerce ministry called on japan to take complete responsibility for any trade fallout, but latest china fdi numbers show china has a lot to lose as well. japanese investment increased 16.2% in the first eight months. but that's much slower than the 50% increase in 2011. on the whole, down 1.4% on year, but that's higher than that of july. january to august, investment inflow declined 4.3% from the previous year. if you look at a breakdown, debt-plagued europe was the weak spot. investment from the u.s. declined 2.8%. foreign investment into the agricultural sector tumbled nearly 15% on year, but the silver lining was in the services sector, hired by over 5% on growing domestic demand. >> i want to thank you very much for sticking around and sharing your thoughts on everything happening. sixuan, we'll see you a little bit later in the program. >>> let's bring you up to speed where we are, just an hour and 15 minutes into trade. after losses yesterday, this is where we stand right now for european equity markets. there's a number of stocks today. heineken says it
>> we know that china's commerce ministry called on japan to take complete responsibility for any trade fallout, but latest china fdi numbers show china has a lot to lose as well. japanese investment increased 16.2% in the first eight months. but that's much slower than the 50% increase in 2011. on the whole, down 1.4% on year, but that's higher than that of july. january to august, investment inflow declined 4.3% from the previous year. if you look at a breakdown, debt-plagued europe was...
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Sep 27, 2012
09/12
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spent a lot of money, time and attention on the in-store experience, but how do you think about the e-commerce experience right now? it doesn't seem like you're spending a lot of must be on advertising online right now on that issue. >> we spend about 0.0000, which having the phenomenal 90% growth that we have on e-commerce, i think speaks for itself and it's driven by product. it's driven by a relationship in the stores and the guests really seeking us out, and so it's all organic growth. >> is that something that changes over time? >> i think you never say never. i think what we always look for is a real true authentic connection with the guests and that we've really earned it rather than that we've bought it, and that's been our philosophy all along, and the guest have resonated with that because they're always in choice about choosing our product and our job is to keep it the best product ever and be in an authentic relationship with the guests and we've built the brand on that and continue to see that as our strength. >> christine, thank you very much for joining us today. pleasure talkin
spent a lot of money, time and attention on the in-store experience, but how do you think about the e-commerce experience right now? it doesn't seem like you're spending a lot of must be on advertising online right now on that issue. >> we spend about 0.0000, which having the phenomenal 90% growth that we have on e-commerce, i think speaks for itself and it's driven by product. it's driven by a relationship in the stores and the guests really seeking us out, and so it's all organic...